Cytodyn Inc (CYDY)

[LifeLongLearner]

I’ve seen the back and forth debate about NP on the boards by long term shareholders ever since I started following the company since earlier this year. I didn’t pay much attention to it initially because I hadn’t lived life with NP over many years. I only saw the results over a several month period and liked it.

As I have learned more about him, some posters (Saltz) have compared him to Steve Jobs. Jobs was a driven person with a clear vision where he wanted to take Apple. He was also perceived as hard to work with because it was always his way or the highway. At one point the Apple BOD had had enough and brought in a “professional” CEO. Fast forward and that turned out to be a disaster and Jobs was back at Apple. As we all know in hindsight that was clearly the right decision.

Without NP, Leronlimab would have been lost to the world (At least that is my understanding). His vision for the potential for this drug has not wavered. As a teacher that knew NOTHING about the pharmaceutical business, he raised $250M and has brought this drug deep into the red zone. Just a couple of good plays and he has won the biggest Super Bowl in medicine since penicillin.

At this point I think the CYDY/NP pairing is just as strong as the Apple/Jobs connection. I’m sure neither of these individuals would have been voted “Most likely to change the world.” by their high school class. Yet here we are. One clearly did change the world and the other is on the cusp of doing it.

If Leronlimab is as successful as we think it can be, it will because NP did it his way.

Bottom line is if you invest in CYDY, NP is the horse you signed up to ride.

Giddy up and hang on!